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Meridian Wealth Advisors’s Crown Castle CCI Stock Holding History

Meridian Wealth Advisors’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,966
Closed -$208K – 177
2024
Q1 		$208K Sell
1,966
-19
-1% -$2.07K 0.04% 169
2023
Q4 		$229K Buy
+1,985
New +$203K 0.05% 164
2023
Q3 		– Sell
-2,570
Closed -$293K – 180
2023
Q2 		$293K Buy
2,570
+14
+0.5% +$1.67K 0.07% 147
2023
Q1 		$342K Hold
2,556
– – 0.09% 137
2022
Q4 		$347K Sell
2,556
-113
-4% -$15.3K 0.09% 137
2022
Q3 		$386K Hold
2,669
– – 0.11% 131
2022
Q2 		$449K Buy
2,669
+404
+18% +$73.5K 0.12% 127
2022
Q1 		$418K Buy
2,265
+799
+55% +$142K 0.1% 141
2021
Q4 		$306K Hold
1,466
– – 0.07% 160
2021
Q3 		$254K Hold
1,466
– – 0.07% 169
2021
Q2 		$286K Buy
1,466
+281
+24% +$52.6K 0.08% 156
2021
Q1 		$204K Buy
+1,185
New +$190K 0.07% 175
2020
Q4 		– Sell
-1,305
Closed -$217K – 180
2020
Q3 		$217K Buy
1,305
+70
+6% +$11.6K 0.09% 149
2020
Q2 		$207K Buy
+1,235
New +$199K 0.1% 156
2020
Q1 		– Sell
-1,221
Closed -$174K – 146
2019
Q4 		$174K Buy
+1,221
New +$167K 0.07% 158
2019
Q1 		– Sell
-75
Closed -$8K – 169
2018
Q4 		$8K Buy
+75
New +$8.24K 0.01% 406

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Meridian Wealth Advisors's CCI Position: Q2 2024 in Review

Meridian Wealth Advisors sold out of Crown Castle (CCI) in Q2 2024, closing a stake of 1,966 shares — an estimated $208K sold.

Meridian Wealth Advisors first reported a position in CCI in Q4 2018 and held it in 16 quarters. The position peaked at $449K in Q2 2022. 1,129 funds tracked by Wall St. Rank hold CCI as of Q2 2024.

  • Meridian Wealth Advisors reported no remaining Crown Castle position as of Q2 2024 after selling out during the quarter.
  • Meridian Wealth Advisors sold 1,966 Crown Castle shares in Q2 2024, an estimated $208K.
  • Meridian Wealth Advisors first reported a position in Crown Castle in Q4 2018 and held it in 16 quarters.
  • Meridian Wealth Advisors's Crown Castle position peaked at $449K in Q2 2022.
  • 1,129 funds tracked by Wall St. Rank held Crown Castle as of Q2 2024.

Based on Meridian Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.